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Certified Advisory Corp: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on IVV, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 31,376 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,376 shares
    Change vs previous 13F -2,560 shares

    1.89% of the 13F portfolio, value $23,496,849.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,936 shares
    Change vs previous 13F -880 shares

    1.99% of the 13F portfolio, value $22,167,573.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,816 shares
    Change vs previous 13F -673 shares

    2.17% of the 13F portfolio, value $23,847,166.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,489 shares
    Change vs previous 13F -195 shares

    2.26% of the 13F portfolio, value $23,752,832.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,684 shares
    Change vs previous 13F -99 shares

    2.3% of the 13F portfolio, value $22,155,921.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,783 shares
    Change vs previous 13F -725 shares

    2.28% of the 13F portfolio, value $20,106,543.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,508 shares
    Change vs previous 13F +99 shares

    2.33% of the 13F portfolio, value $21,491,308.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,409 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $21,001,569.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).